See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,010 | $149,040-62.4% | $120,225-53.4% | $137,256-59.2% |
| Participation rate | 64.7% | 75.4%-10.7pp | 69.6%-4.9pp | 80.0%-15.3pp |
| Annual return | 15.10% | 605.68%-590.6pp | 439.23%-424.1pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,585 | $4,350-63.6% | $3,475-54.4% | $4,156-61.9% |
| Participant deferral / active EE | $4,107 | $4,655-11.8% | $3,999+2.7% | $6,407-35.9% |
| Admin fee / account holder | $9,547 | $6,348+50.4% | $5,696+67.6% | $12,270-22.2% |